Contact the Fidelity Real Estate Team directly:
Head of Real Estate Solutions
Successfully delivering client outcomes for over 15 years via a risk-centric, cashflow-driven investment approach
Fidelity Real Estate’s capabilities lie across the core to value-add risk spectrum, offering income solutions through to climate impact strategies. Our strategies focus on investing in high quality real estate properties across core locations in the strongest and most liquid markets of Europe. Our portfolio managers’ bottom-up investment approach is supported by a robust risk management framework and research process we have developed in-house.
Our investment philosophy is based on four key fundamental beliefs:
We take a bottom-up, data-driven approach to identify mispriced opportunities and assets backed by structural trends
Local knowledge and cross asset class insights from the wider Fidelity platform to help us identify attractive opportunities for themes early
“Know your occupier” (KYO) is at the heart of our process; we take a fixed income approach to occupier DD leveraging based on Fidelity research
We take a hands-on approach to asset management to protect and enhance value
As a result of our fixed income like, cashflow-driven investment approach and by leveraging our vast research capabilities across multiple asset classes, Fidelity Real Estate has successfully delivered client outcomes for more than a decade.
The analysis of income and cashflows from a property is key to our process. Aiming to identify good quality properties with a long-term income stream, we combine our portfolio managers‘ traditional analysis of a property with our research team‘s fixed income like approach to assessing income risk.
We identify sector and market themes early by harnessing the insights of one of the largest global research platforms (around 400 investment professionals globally from across the asset classes). This allows us to better anticipate disruptive trends and position our portfolios accordingly.
The team actively manages both properties and occupiers to protect and enhance the value of properties for our clients. Asset management is part of our day-to-day business, integrating sustainability considerations through the entire life cycle of ownership to make our portfolios fit for the future.
Green real estate, impact investment strategies, and private markets allocations can help drive the net zero transformation.
Demand for warehouse space has surged over recent years and could grow further with fewer facilities now being built.
Our proprietary analysis shows that diversification worked well for investors in European real estate and why this may change.
Head of Real Estate Solutions
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